No hassles. No BS. Easy to implement, proven digital solutions for Asset Managers.

We deliver the frictionless digital workflows and process automations Asset Managers need to scale operations to achieve profitable growth. Expand your product distribution and deliver the digital experience your clients and advisors.

Solutions / Asset Managers

5 Minutes

to Onboard a New or Existing Client

6 Weeks

to Implement a White Label Platform

115,000+ Investors

on FusionIQ One

FusionIQ integrates with many of the largest and most trusted custodians

Become a Digital Leader

Asset managers are seeing their cost base rise significantly in technology, sales and marketing, administration, and platform costs.

They recognize that digital can open new distribution channels and deliver scalability but require easy to implement solutions that won’t disrupt their operations.

FIQ Market One makes it easy for asset managers to be the disruptor. With digital onboarding and enhanced client and advisor portals, asset managers can get expanded distribution of their products into a broader digital demographic. And FIQ TAMP+ makes it simple for asset managers to create their own branded TAMP experience – that they control.

FIQ Market One

Digitally onboard to a single market to find and invest in digital assets, SPV and alternative funds, private investments, and ETFs through unified advisor and client portals. Create personalized portfolios at scale and a lower cost. And have a digital channel to distribute your products.

FIQ TAMP+

FIQ TAMP+ brings together a frictionless cloud native wealth management platform that connects the front, middle, and back offices with advanced portfolio management technology to deliver the modern advisor and member experience, flexibility, and efficiency firms need to scale for profitable organic growth.

FIQ Journey

Whether your goal is attracting and retaining clients, providing your clients with self-directed brokerage so they can make their own trades, delivering faster client onboarding, or providing digital advice for your mass affluent and digital first clients, FIQ Journey brings together Hybrid Digital Advice and Self-Directed Investing in a single digital investor journey to help you start achieving your goals in as little as six weeks.

Flexible ETF Model Portfolio Solutions

Select portfolios developed by our curated list of third-party strategists, create your own model portfolios, or use a combination of both. Create synthetic ETFs, curated lists, and thematic investing portfolios. With FIQ Market One, you’re in control.

A Digital Distribution Channel for Your Products

If you’re building customized model portfolios, SPVs and alternative funds, private investments, or digital assets, you can put your investments into the FIQ Market One, broadening your exposure to investors, advisors and firms across America.

Portfolio Diversification at Scale

Combining an integrated digital marketplace with our cloud native platform makes it easy for firms to develop diversified portfolios at scale so advisors spend more time with their clients delivering the investment experience they want.

A Lower Cost Solution

The efficiencies of FIQ Market One mean you access a full range of investments at a fraction of the cost of traditional marketplaces and investment distribution channels.

Streamlined Digital Compliance

Our compliance friendly platform delivers AML, KYC, and CIP tracking.

Seamless Integration of Back-Office Services

From compliance to reporting and custody, the FusionIQ One advisor portal seamlessly integrates your support functions giving you the ability to grow at scale.

Notifications & Alerts

FusionIQ One helps advisors manage their practice with notifications and alerts that keep you on top of your client activity.

Meaningful Data Insights

The advanced FusionIQ One platform moves beyond data aggregation to provide transactional data, replacing several custodial back offices with the advisor portal.

An award-winning digital wealth management platform

Finalist Banking Tech Awards USA 2024 Best as-a-Service Solution for Wealth Management

Highly Commended 2023 Fintech Futures Banking Tech Awards Best Digital Solution Provider

Double Finalist 2023 WealthManagement.com 'Wealthies' Industry Awards

Highly Commended 2023 Fintech Futures Banking Tech Awards Best Digital Solution Provider

Double Finalist 2023 WealthManagement.com 'Wealthies' Industry Awards

Double Nominee Fintech/TAMP Platforms 2023 ThinkAdvisor LUMINARIES Awards

Asset Manager Platform of the Year 2022 Wealth Solutions Report

America’s Best TAMPS 2021, 2022, 2023 and 2024

Teams and Branch Management

From office teams to multi branch hierarchy, FusionIQ One gives organizations the flexibility to seamlessly manage permissions and controls, whatever your size and structure.

Single Sign On (SSO)

For organizations using SSO, FusionIQ One Plus can quickly integrate to further enhance the employee and client experience.

CRM Integrations

FusionIQ One Plus integrates with leading CRMs like Red Tail and Salesforce to let you get even more out of your Digital Advice.

Additional Investment Journeys

We understand that some of our clients want additional investment journeys. FusionIQ One Plus provides additional investment channels including digital assets, alternatives investments, private securities, and fixed income.

Dedicated FIQ Experience Team

We deliver a complete digital implementation experience led by our FIQ Experience Team. From dedicated onboarding resources and adoption consultation to expert relationship guidance, we’re committed to making your digital advice program a success.
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